Mary Thompson, CFP®, CIMA®
Director of Financial Planning
KEY FACTS
- University at Albany, SUNY, Bachelor of Science in Mathematics, 1987
- Practicing since 2008
- CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation awarded in 2012
- Leadership Howard County graduate, Class of 2015
- Certified Investment Management Analyst designation awarded in 2021
- Joined Buttonwood in 2024
ROLE
Mary is thrilled to join Buttonwood, where she will contribute to the continuous refinement and expansion of our financial planning services. Her expertise is with crafting personalized financial strategies that provide stability and flexibility to enable clients to navigate life’s opportunities and challenges with confidence.
"As someone who changed careers later in life, I discovered my true passion lies in helping people build versatile financial plans that provide the freedom to explore new possibilities and pivot when needed.”
PERSONAL
Mary resides in Ellicott City with her husband; her two kids have recently left the nest. Mary enjoys volunteering and helped several businesses in Old Ellicott City muck out after both major floods. Mary and her family are avid travelers, having visited over a dozen countries. Mary likes to play tennis and participates in endurance events. As a lifelong swimmer, she has competed in a few open water events, including a 3-mile swim across the Hudson River.
FUN FACT
Mary has a Glen of Imaal Terrier named Terry McTerry the Evil McTerrier.
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